02 Oct 2025
1h 25m

The Energy Cost of AI with Joseph Majkut

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The AI Policy Podcast

In The AI Policy Podcast, Greg interviews Joseph Majkut, Director of the Energy Security and Climate Change Program at CSIS, about the intersection of AI and energy policy. They discuss the current state of the U.S. electrical grid, the potential impact of the AI boom on energy demand, and the challenges of growing the grid to meet this demand. Majkut explains the complexities of balancing the grid, the bottlenecks in connecting new loads, and the potential for AI to optimize grid operations. They explore the role of different energy sources, including natural gas, solar, nuclear, and the political and economic factors influencing energy policy and international competition, particularly with China and the Middle East, in the AI-driven energy landscape.

Outlines

Part 1: Introduction and Context

Part 2: AI's Electricity Demand and Grid Challenges

Part 3: Solutions and International Perspectives

Part 4: Conclusion and Future Outlook

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